Michael
Zdenek

Avidian Wealth Solutions, LLC

CRD#5829356
Investment Advisor
in Houston, TX

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About this Advisor

Michael Zdenek is a financial advisor based in Houston, Texas, working with Avidian Wealth Solutions, LLC. Michael has previously held positions at Jpmorgan Chase Bank, Jpmorgan Securities Lc, Jp Morgan Chase Bank Na, Jp Morgan Securities LLC, and Avidian Wealth Solutions, LLC. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Michael is part of Avidian Wealth Solutions, LLC, which operates out of Houston, Texas. The firm has 3 offices and 49 employees. The firm manages assets totaling $3.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Avidian Wealth Solutions, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

800 Town and Country Blvd Ste 410 And Ste 220
Houston, TX 77024

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Avidian Wealth Solutions, LLC Brokerage Details

Total Assets Under Management

$3,110,949,035

TX Average: $3,042,739,679
Total Number of Employees

49

TX Average: 49
Total Number of Accounts

6,015

TX Average: 2,315
Average Account Size

$517,199

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Michael Zdenek Work History

2021 - Present (3 years)

Avidian Wealth Solutions, LLC

2018 - 2021 (3 years)

Jp Morgan Chase Bank Na

2018 - 2021 (3 years)

Jp Morgan Securities LLC

2013 - 2018 (5 years)

Jpmorgan Chase Bank

2013 - 2018 (5 years)

Jpmorgan Securities Lc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Michael Zdenek to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Avidian Wealth Solutions, LLC

Antonio Tovar
Austin, TX
Michael Zdenek
Houston, TX
James Hodges
Houston, TX
David Thailing
Houston, TX
Christopher Roberts
Houston, TX
James Atkinson
Houston, TX
Robert Palmer
Houston, TX
Kevin Lenox
Houston, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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